DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Loomis, Sayles & Company, L.P.
unclassifiedMA
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
2 allocators
- Tidewater Electrical Industry Pension Fund Custodianthrough Dec 31, 2022
- Elliot Health System Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
54 rows, $6.7M direct compensation as filed
What changed
- Dec 31, 2024Manager relationship startedLocal Union No. 9 I.B.E.W. and Outside Contractors Pension FundLoomis Sayles & Company appears on Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Loomis Sayles & Co no longer appears on Vassar Brothers Hospital Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Vassar Brothers Hospital Pension Plan no longer reports Loomis Sayles Credit Asset Trust (Loomis, Sayles & Company, L.P.) (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Loomis Sayles & Company L.P. no longer appears on Juan de la Cruz Farm Workers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLocal Union No. 9 I.B.E.W. and Outside Contractors Pension FundLoomis Sayles & Company no longer appears on Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis, Sayles & Company, L.P.askebsa.dol.gov